IRA Trust Calculator

Regular price
$495.00

The Stand-Alone Inherited IRA Trust Calculator, created by Robert S. Keebler, CPA, MST, provides tables, charts and graphs and also a report that can be customized with your firm's name along with your client's specific situation. You will be able to provide reports in a highly customized, multi-color format.

Robert S. Keebler, CPA, MST, AEP (Distinguished) is a Partner with Keebler & Associates, LLP and is a 2007 recipient of the prestigious Accredited Estate Planners (Distinguished) award from the National Association of Estate Planning Counsels. He has been named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession. His practice includes family wealth transfer and preservation planning, charitable giving, retirement distribution planning, and estate administration. Mr. Keebler frequently represents clients before the National Office of the Internal Revenue Service (IRS) in the private letter ruling process and in estate, gift and income tax examinations and appeals, and he has received more than 150 favorable private letter rulings including several key rulings of “first impression”. He is the author of over 100 articles and columns and is the editor, author or co-author of many books and treatises on wealth transfer and taxation.

As a WealthCounsel Member, this powerful tool is available to you at special member pricing.